Riverstone Advisors
Latest statistics and disclosures from Riverstone Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GOOGL, AMZN, TOL, BRK.B, and represent 60.02% of Riverstone Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, MSFT, PH, IQV, IDMO, AVGO, ADI, IWF, GOOG, AAPL.
- Started 3 new stock positions in IQV, ADI, IWF.
- Reduced shares in these 10 stocks: GOOGL, , , EOG, IBDQ, DXCM, , TOL, , PAYC.
- Sold out of its positions in COP, DXCM, EOG, IBDQ, MA, MRK, SDY.
- Riverstone Advisors was a net seller of stock by $-807k.
- Riverstone Advisors has $212M in assets under management (AUM), dropping by 4.09%.
- Central Index Key (CIK): 0001763404
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Portfolio Holdings for Riverstone Advisors
Riverstone Advisors holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.2 | $58M | 84k | 684.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 12.0 | $26M | -8% | 82k | 313.00 |
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| Amazon (AMZN) | 9.2 | $19M | 84k | 230.82 |
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| Toll Brothers (TOL) | 6.2 | $13M | -2% | 97k | 135.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $12M | 23k | 502.64 |
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| Raytheon Technologies Corp (RTX) | 5.1 | $11M | 59k | 183.40 |
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| Danaher Corporation (DHR) | 4.2 | $9.0M | 39k | 228.92 |
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| Tractor Supply Company (TSCO) | 4.1 | $8.8M | 175k | 50.01 |
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| Broadcom (AVGO) | 3.3 | $6.9M | +3% | 20k | 346.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $6.2M | 10k | 614.28 |
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| NVIDIA Corporation (NVDA) | 2.1 | $4.5M | +32% | 24k | 186.50 |
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| Cheniere Energy Com New (LNG) | 1.9 | $4.0M | 21k | 194.39 |
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| Apple (AAPL) | 1.5 | $3.3M | +5% | 12k | 271.87 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $2.8M | 23k | 120.34 |
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| Microsoft Corporation (MSFT) | 1.2 | $2.6M | +23% | 5.4k | 483.59 |
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| Applied Materials (AMAT) | 1.0 | $2.2M | -5% | 8.5k | 256.99 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.7M | 2.5k | 682.02 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.7M | +2% | 3.5k | 468.76 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.7 | $1.4M | +23% | 26k | 55.57 |
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| Paycom Software (PAYC) | 0.5 | $1.2M | -15% | 7.3k | 159.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.1M | 3.3k | 335.29 |
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| Howmet Aerospace (HWM) | 0.5 | $1.0M | +2% | 5.0k | 205.02 |
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| Meta Platforms Cl A (META) | 0.4 | $951k | 1.4k | 659.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $928k | +25% | 3.0k | 313.80 |
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| Amgen (AMGN) | 0.4 | $928k | +3% | 2.8k | 327.31 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $802k | +21% | 2.5k | 322.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $762k | +9% | 1.9k | 396.31 |
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| Micron Technology (MU) | 0.4 | $747k | +7% | 2.6k | 285.41 |
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| Costco Wholesale Corporation (COST) | 0.3 | $612k | -3% | 710.00 | 862.34 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $611k | 3.8k | 160.97 |
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| Monolithic Power Systems (MPWR) | 0.3 | $610k | 673.00 | 906.36 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $577k | +94% | 657.00 | 878.58 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $473k | 20k | 24.23 |
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| First Solar (FSLR) | 0.2 | $472k | 1.8k | 261.23 |
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| Quanta Services (PWR) | 0.2 | $460k | +6% | 1.1k | 422.06 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $453k | +9% | 799.00 | 566.36 |
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| Oracle Corporation (ORCL) | 0.2 | $450k | -2% | 2.3k | 194.91 |
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| Home Depot (HD) | 0.2 | $422k | +13% | 1.2k | 344.23 |
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| Cisco Systems (CSCO) | 0.2 | $385k | +26% | 5.0k | 77.04 |
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| Philip Morris International (PM) | 0.2 | $380k | +12% | 2.4k | 160.40 |
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| Abbvie (ABBV) | 0.2 | $380k | +22% | 1.7k | 228.50 |
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| Wal-Mart Stores (WMT) | 0.2 | $357k | +25% | 3.2k | 111.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $315k | 9.7k | 32.62 |
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| Visa Com Cl A (V) | 0.1 | $312k | +29% | 889.00 | 350.71 |
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| Ge Aerospace Com New (GE) | 0.1 | $303k | +26% | 983.00 | 307.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $289k | 460.00 | 627.13 |
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| Iqvia Holdings (IQV) | 0.1 | $276k | NEW | 1.2k | 225.41 |
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| Servicenow (NOW) | 0.1 | $259k | +217% | 1.7k | 153.19 |
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| Ge Vernova (GEV) | 0.1 | $252k | +10% | 385.00 | 653.59 |
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| Paypal Holdings (PYPL) | 0.1 | $252k | -17% | 4.3k | 58.38 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $251k | -12% | 4.2k | 60.39 |
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| Ametek (AME) | 0.1 | $246k | 1.2k | 205.31 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $246k | -17% | 2.6k | 92.80 |
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| Abbott Laboratories (ABT) | 0.1 | $228k | -4% | 1.8k | 125.29 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $226k | 9.3k | 24.28 |
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| Analog Devices (ADI) | 0.1 | $213k | NEW | 785.00 | 271.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $209k | NEW | 441.00 | 473.39 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $123k | +2% | 11k | 11.63 |
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Past Filings by Riverstone Advisors
SEC 13F filings are viewable for Riverstone Advisors going back to 2018
- Riverstone Advisors 2025 Q4 filed Feb. 2, 2026
- Riverstone Advisors 2025 Q3 filed Nov. 7, 2025
- Riverstone Advisors 2025 Q2 filed Aug. 12, 2025
- Riverstone Advisors 2025 Q1 filed April 25, 2025
- Riverstone Advisors 2024 Q4 filed Jan. 24, 2025
- Riverstone Advisors 2024 Q3 filed Nov. 4, 2024
- Riverstone Advisors 2024 Q2 filed July 22, 2024
- Riverstone Advisors 2024 Q1 filed May 10, 2024
- Riverstone Advisors 2023 Q4 filed Jan. 30, 2024
- Riverstone Advisors 2023 Q3 filed Nov. 9, 2023
- Riverstone Advisors 2023 Q2 filed Aug. 3, 2023
- Riverstone Advisors 2023 Q1 filed May 2, 2023
- Riverstone Advisors 2022 Q4 filed Jan. 31, 2023
- Riverstone Advisors 2022 Q3 filed Oct. 27, 2022
- Riverstone Advisors 2022 Q2 filed July 26, 2022
- Riverstone Advisors 2022 Q1 filed April 29, 2022